Come see us at upcoming industry events

Connect with CFA Institute at leading conferences, partner forums, and society-hosted gatherings around the globe.

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CFA Institute proudly participates in premier industry events that bring together investment professionals, thought leaders, and changemakers from around the world. Whether we’re sponsoring, speaking, or partnering with CFA® Societies, these engagements reflect our commitment to advancing the investment profession through collaboration, insight, and global presence. Explore upcoming opportunities to hear from our experts, meet with our team, and engage with the broader financial community.

Upcoming events

SIMA Annual Leadership Conference

29 October 2026 | Toronto

SIMA Annual Leadership Conference 2026 in Toronto convenes securities and investment professionals to explore Canada’s evolving capital markets, economic outlook, investor advice, regulation, technology, and the impact of AI. Visit the CFA Institute team to connect with us, explore our latest research and professional learning programs, and learn more about our work supporting the global investment profession.

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WorldPensionSummit

3-5 November 2026 | The Hague, Netherlands

P&I WorldPensionSummit 2026 in The Hague brings together pension and investment professionals from around the world to explore global economic
and geopolitical risks, investment strategy, leadership, resilience, and innovation in the retirement industry. Genevieve Hayman, Senior Manager,
Macrosystems & Foresight, will speak on Total Portfolio Approach.

ILPA Summit

3-5 November 2026 | New York

The 2026 ILPA Summit offers LPs, GPs, and private markets leaders opportunities for focused discussions on the priorities shaping the institutional
investment landscape, alongside peer learning, curated engagement, and meaningful industry dialogue. Connect with CFA Institute to explore our latest
private markets insights, research, and professional learning opportunities.

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PORTFOLIO Conference

10 November 2026 | Los Angeles

CFA Institute is proud to support CFA Society Los Angeles' PORTFOLIO 2026, the signature one-day investment conference where local and global thought leaders challenge conventional thinking and explore the forces redefining global capital flows, from geopolitical fragmentation to AI's growing impact on investing. Register now to secure your seat. CFA Institute members save up to 65% off the regular registration fee; email [email protected] for your discount code.

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FIS - Oxford

17-18 November 2026 | Oxford, UK

Fiduciary Investors Symposium 2026 at the University of Oxford brings together chief investment officers and other senior institutional investors to discuss geopolitical risk, global economic trends, portfolio construction, and governance. Visit the CFA Institute team to connect with us, explore our latest research and professional learning programs, and learn more about our work supporting the global investment profession.

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MENA Investment Congress 2026

24 November 2026 | JBR Dubai, UAE

Join 500+ investment leaders in Dubai on 24 November 2026 for the 8th MENA Investment Congress. Featuring 40+ world-class speakers, the event will explore AI's disruption of investment management, the evolving global capital order, and key trends shaping the future of capital markets.

CFA Institute and CFA Society members receive a 20% discount using the code MICYKCG6LKS2026 at checkout.

Microsoft Excel Collegiate Challenge (MECC)

30 November-2 December 2026 | Las Vegas

The Microsoft Excel Collegiate Challenge (MECC) brings together Excel professionals and enthusiasts from around the world to compete in fast-paced spreadsheet challenges that showcase analytical thinking, technical expertise, and problem-solving skills. As a sponsor of the championship, CFA Institute will host a booth throughout the event, and Rob Langrick, CFA, CIPM, Chief Product Advocate, will present on the CFA Program. Visit our booth to connect with the team, learn more about our professional learning programs, and explore the latest resources from CFA Institute.

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IPE - Conference & Awards

2 December 2026 | London

IPE Conference & Awards brings together pension executives and investment leaders from across Europe to discuss pension management, investment strategy, and the trends shaping the retirement industry. CFA Institute will present a workshop on AI in Investment Management, sponsor the IPE European Pension Fund Awards, and host a booth throughout the conference. Visit us to connect with our team, explore our latest research and professional learning programs, and learn more about CFA Institute.

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